Jonathan Group 401(k) Plan
Sponsored by Jonathan Engineered Solutions, Inc. · EIN 953112735 · Plan #002
- Total assets
- $26.3M
- Net assets
- $26.3M
- Active participants
- 326
- With balances
- 309
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tigers Eye Benefits Consulting | Plan administrator, Consulting (general), Participant communication | $38,545 |
| Rbc Capital Market | Recordkeeping, Investment advisory (plan), Investment management fees (direct) | $36,655 |
| The Vanguard Group | Recordkeeping, Recordkeeping fees, Other fees | $26,885 |